How to connect awork + Genoo
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- New TaskTriggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.Trigger
- New Time EntryTriggers when a new time entry is created.Trigger
- Updated Time EntryTriggers when a time entry is updated.Trigger
- Create ClientCreates a new client.Action
- Create ProjectCreates a new project.Action
- Create Project TaskCreates a new project task.Action
- Search ProjectsFinds a project by nameAction
- Search Users by EmailFinds a user by emailAction
- Genoo
Pull list of leads in leadtype (max 250 returned each request).
Scheduled
Trigger
- Genoo
Get New Marketing Qualified Leads.
Scheduled
Trigger
- Genoo
Pull New Opportunities from Your Genoo Account.
Scheduled
Trigger
- Genoo
Will retreive recent Won Opportunities.
Scheduled
Trigger
- Genoo
Trigger a Nurturing Sequence for a lead.
Scheduled
Action
- Genoo
Add a recipient to an email in Genoo.
Scheduled
Action
- Genoo
Add or update Lead Record within your Genoo account.
Scheduled
Action
- Genoo
Adds a new order.
Scheduled
Action
- Genoo
Adds a new Activity record to a lead record.
Scheduled
Action
- Genoo
Records Webinar Attendance for a lead. Requires that the lead already be registered for the webinar in the Genoo/WPMktgEngine system. This will record "Attended" and "Did Not Attend" facts associated with the lead and a specific webinar.
Scheduled
Action
How awork + Genoo Integrations Work
- Step 1: Authenticate awork and Genoo.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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